Skip to content

Latest commit

 

History

History
63 lines (42 loc) · 2.95 KB

README.md

File metadata and controls

63 lines (42 loc) · 2.95 KB
Raw

SFMC Asset Relationship Finder

SFMC Asset Relationship Finder is a powerful application designed to help Salesforce Marketing Cloud (SFMC) users easily explore and understand the relationships between various assets such as Data Extensions, Automations, Emails, and Cloud Pages. With a focus on API-driven exploration and relationship mapping, this tool simplifies the complex task of discovering dependencies across your assets within SFMC.

Key Features

  • Asset Relationship Discovery: Quickly identifies the relationships between different SFMC assets, including Data Extensions, Automations, Emails, and Cloud Pages.
  • Concurrent API Calls: Ensures rapid, simultaneous API interactions, making the application faster and more responsive even when managing multiple asset relationships in real-time.
  • Multi-Asset Type Support: Supports searching and relationship mapping for multiple asset types (Data Extensions, Cloud Pages, Emails, Automations).
  • Smart Asset Filtering: Filter assets by name or key, and view detailed relationships to other assets within SFMC.
  • Efficient Search & Display: Presents asset information in a clear and concise format, including which automations use specific Data Extensions or which Emails reference Cloud Pages and etc.
  • API-Based Retrieval: Uses efficient API consumption strategies to retrieve data with minimal overhead, optimizing the interaction with SFMC’s REST and SOAP APIs.
  • Enhanced User Interaction: Includes a “View More” feature for long lists of relationships, allowing users to expand or collapse results as needed without overwhelming the dashboard.

Screenshot

Screenshot

Screenshot

Screenshot

Screenshot

Getting Started

This application is developed for Heroku-hosted deployments, complementing Salesforce Marketing Cloud (SFMC) integration.

Salesforce Marketing Cloud Setup

  1. Create a Web App package with the necessary permissions below:
    • Email: Read
    • Documents and Images: Read
    • Saved Content: Read
    • Automations: Read
    • Journeys: Read
    • Data Extensions: Read
    • File Locations: Read
  2. Set the redirect URI to https://yourherokudomain.herokuapp.com.

For SFMC UI integration:

Heroku Configuration

After deploying the app via a GitHub repository:

Define the necessary configuration variables within Heroku's settings to match the SFMC package details:

  • AUTHORIZATION_URL
  • CLIENT_ID
  • CLIENT_SECRET
  • REDIRECT_URI
  • REST_ENDPOINT
  • SOAP_ENDPOINT

With these configurations, the app is ready for use.

License

SFMC Asset Relationship Finder is open-sourced under the MIT License. See the LICENSE file for more details.